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WealthKernel - About the company

WealthKernel is an acquired company based in London (United Kingdom), founded in 2015 by Yannick Brunner, Karan Shanmugarajah and Joe Campbell. It operates as a Wealth management as a service for embedded investments. WealthKernel has raised $20.5M in funding from investors like ETFS Capital, Digital Horizon and XTX Ventures. The company has 19 active competitors, including 6 funded and 5 that have exited. Its top competitors include companies like Bridge, Bits Technology and WealthEngine.

Company Details

Wealth management as a service for embedded investments. It provide advisors with a managed account digital platform that delivers automated investment advice to clients simultaneously ensuring the RDR compliance procedures.
Social
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Email ID
*****@wealthkernel.com
Key Metrics
Founded Year
2015
Location
Stage
Acquired
Total Funding
$20.5M in 4 rounds
Latest Funding Round
Investors
Ranked
Annual Revenue
£565K as on Dec 31, 2023
Employee Count
34 as on Mar 31, 2026
Similar Companies
Exit Details
Acquired by Alpaca Securities (Jul 10, 2025)

WealthKernel's acquisition details

WealthKernel got acquired by Alpaca Securities on Jul 10, 2025.
Click here to take a look at WealthKernel's acquisition in detail
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WealthKernel's funding and investors

WealthKernel has raised a total funding of $20.5M over 4 rounds. Its first funding round was on Sep 10, 2015. Its latest funding round was a Series A round on Jan 24, 2024 for $*****. 2 investors participated in its latest round. WealthKernel has 9 institutional investors and 1 angel investor.

Here is the list of recent funding rounds of WealthKernel:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Jan 24, 2024
6386272
Series A
9775921
3230381
8687282
7916658
Jan 17, 2022
3163340
Series A
7570618
1866023
5477830
9169657
Jan 21, 2020
6536185
Series A
4496407
8892449
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WealthKernel's founders and board of directors

Founder? Claim Profile
The founders of WealthKernel are Yannick Brunner, Karan Shanmugarajah and Joe Campbell.
Here are the details of WealthKernel's key team members:

WealthKernel's Board of Directors

WealthKernel's board has 5 active members. Yannick Brunner is part of team and Brian Schwieger, Thuvakaran Shanmugarajah, Ian Lansdell and Thomas Campbell are independent board members.
Here is the list of WealthKernel's board of directors:
Name
Type
Representing
Status
Duration
Team
-
Current
10y 8m
Independent board member
-
Current
3y 1m
oovjosp
Independent board member
-
Current
4y 3m
rrezccw
Independent board member
-
Current
1y 9m
bdemxag
Independent board member
-
Current
8y 5m

WealthKernel's employee count trend

WealthKernel has 34 employees as of Mar 26. Here is WealthKernel's employee count trend over the years:
Employee count trend for WealthKernel
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WealthKernel's Competitors and alternates

Top competitors of WealthKernel include Bridge, Bits Technology and WealthEngine. Here is the list of Top 10 competitors of WealthKernel, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Bridge
Bridge
2015, Chicago (United States), Acquired
Cloud-based API-infrastructure for financial data, advanced analytics, and investment management solutions
$4.62M
56/100
2nd
Logo for Bits Technology
Bits Technology
2022, Stockholm (Sweden), Series A
Open integration tools for aggregating financial data
$19.6M
55/100
3rd
Logo for WealthEngine
WealthEngine
1991, Bethesda (United States), Acquired
Wealth intelligence solutions to non-profit and commercial organizations
$13.2M
54/100
4th
Logo for Alpaca Securities
Alpaca Securities
2015, San Mateo (United States), Series D
Internet-first stock broker
$298M
53/100
5th
Logo for WealthKernel
WealthKernel
2015, London (United Kingdom), Acquired
Wealth management as a service for embedded investments
$20.5M
53/100
6th
Logo for Particeep
Particeep
2013, Paris (France), Acquired
Open banking API solutions for banks and financial institutions
$3.76M
44/100
7th
Logo for FinTron
FinTron
2018, Westport (United States), Acquired
Digital wealth management solution
$11.8M
44/100
8th
Logo for Ntropy
Ntropy
2019, New York (United States), Series A
Provider of financial data standardization and enrichment API
$14.2M
39/100
9th
Logo for Wealth Reader
Wealth Reader
2022, Madrid (Spain), Seed
Platform offering APIs that provide real-time access to any type of financial asset held by any entity
$535K
38/100
10th
Logo for MultiLynq
MultiLynq
2018, Shrewsbury (United States), Seed
Aggregation API solutions for connecting the fixed income markets
-
31/100
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WealthKernel's Investments and acquisitions

WealthKernel has made no investments or acquisitions yet.

Reports related to WealthKernel

Here is the latest report on WealthKernel's sector:

News related to WealthKernel

lockFilter this list
Media has covered WealthKernel for a total of 6 events in the last 1 year, 1 of them has been about partnerships.
Binance Labs invests in KernelFinextraNov 25, 2024Binance Labs, KernelDAO, , Binance and 21 others
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